Purchases and Sales Made in Q1 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q1 2023. The information is specifically focused on institutions that hold shares of INTUITIVE SURGICAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19+ 475.0% |
$4.27K - $5.16K
|
23
$11.9K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
19+ 0.47% |
$4.27K - $5.16K
|
4.05K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 8.96% |
$4.05K - $4.88K
|
219
$113K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
18+ 2.33% |
$4.05K - $4.88K
|
791
$409K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
18+ 0.42% |
$4.05K - $4.88K
|
4.34K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18+ 24.32% |
$4.05K - $4.88K
|
92
$47.5K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18+ 1.92% |
$4.05K - $4.88K
|
957
$494K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.48% |
$3.82K - $4.61K
|
3.58K
$1.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 1.65% |
$3.82K - $4.61K
|
1.05K
$540K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17New |
$3.82K - $4.61K
|
17
$8.78K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.19% |
$3.6K - $4.34K
|
1.36K
$702K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 6.75% |
$3.6K - $4.34K
|
253
$131K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
15+ 0.22% |
$3.37K - $4.07K
|
6.94K
$3.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.65% |
$3.37K - $4.07K
|
2.32K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 6.33% |
$3.37K - $4.07K
|
252
$130K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 3.8% |
$3.15K - $3.8K
|
382
$197K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 3.88% |
$2.7K - $3.26K
|
321
$166K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 2.42% |
$2.7K - $3.26K
|
507
$262K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
11+ 0.29% |
$2.47K - $2.98K
|
3.74K
$1.93M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
10+ 1.08% |
$2.25K - $2.71K
|
939
$485K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10+ 58.82% |
$2.25K - $2.71K
|
27
$13.9K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 0.52% |
$2.25K - $2.71K
|
1.94K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.52% |
$2.02K - $2.44K
|
1.75K
$904K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 10.34% |
$2.02K - $2.44K
|
96
$49.6K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.86% |
$2.02K - $2.44K
|
1.06K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
9+ 180.0% |
$2.02K - $2.44K
|
14
$7.23K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 1.44% |
$2.02K - $2.44K
|
636
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.44% |
$1.8K - $2.17K
|
1.81K
$937K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
7+ 0.83% |
$1.57K - $1.9K
|
851
$439K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.53% |
$1.57K - $1.9K
|
1.32K
$681K
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7+ 0.62% |
$1.57K - $1.9K
|
1.14K
$587K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6+ 0.66% |
$1.35K - $1.63K
|
912
$471K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.68% |
$1.35K - $1.63K
|
894
$462K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.5% |
$1.35K - $1.63K
|
1.22K
$628K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$1.35K - $1.63K
|
6
$3.1K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6New |
$1.35K - $1.63K
|
6
$3.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.28% |
$1.12K - $1.36K
|
1.79K
$923K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.33% |
$1.12K - $1.36K
|
1.52K
$787K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.02% |
$1.12K - $1.36K
|
23.7K
$12.3M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 25.0% |
$899 - $1.09K
|
20
$10.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$899 - $1.09K
|
4
$2.07K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$899 - $1.09K
|
904
$467K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.31% |
$674 - $814
|
970
$501K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$674 - $814
|
3
$1.55K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3+ 0.29% |
$674 - $814
|
1.05K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3New |
$674 - $814
|
3
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.07% |
$674 - $814
|
4.34K
$2.24M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 1.22% |
$674 - $814
|
249
$129K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$450 - $543
|
111
$57.3K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$450 - $543
|
1.66K
$855K
|